Managers of Wealth

Killik to enter robo-advice market for lower-income investors

Monthly investment will start from £25 a month

HSBC expands private wealth business

And having a private bank office here will complement and enhance our existing retail, commercial and investment banking businesses.

Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»

Chinese customers in the past were known as being happy to take risks and as dedicated traders, until they learned their lesson the hard way, Bank Vontobel's Georg Schubiger says in an exclusive interview with finews.asia.

South Africa's Investec lifts H1 profit, wealth unit robust

Headline EPS is the main profit measure in South Africa that strips out certain one-off items.

Close Brothers assets under management hit £8.2bn

The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.

Deutsche Bank considers witholding bonus payouts to former CEOs

Deutsche Bank has had a volatile year.

The New Masters of the Universe

The economy ain't what it used to be. So much of the world’s wealth now rests with a small, intensely networked clique of asset managers who are not accountable to the general public, that they are a potential threat to the world's financi

Stenham partners with Credit Suisse

Baker will be joined by Jersey-based Allan Stewart, Ian Blackman and Adrian Starr.

Swiss private bank trains staff to spot signs of dementia in clients

Says industry needs to protect those suffering cognitive decline

Lombard Odier: Asian UHNW's Warming to Impact Investing

This growing sentiment towards impact investing comes amid global efforts to address the causes and impact of climate change on the global stage.

Swiss banks seek heirs to millions in 'dormant' cash

Claimants have a year to come forward before banks must hand the assets over to the Swiss state.

Mattioli Woods launches new fund

The firm said its new approach will make it as easy for clients to buy and sell structured products as ordinary shares.

Benson name removed from City’s banking pantheon

Société Générale consolidates private banking divisions

HSBC's new private bank in Australia will target rich

HSBC plans to target existing customers of the group as well as high net worth customers using products in its retail bank

Mediobanca targets acquisitions in wealth management push

Mediobanca three years ago decided to bet on traditional banking and started dismantling a portfolio of stakes in leading Italian companies that for decades had put it firmly at the heart of the country's capitalism.

Investec looks to build Irish wealth unit via acquisitions

The wealth management business in the Ireland needed to be scaled up.

IFG reports challenges in UK pensions business

Assets under advice at the group’s Saunderson House division

LPL Welcomes Back $245M Team, 6 Advisors

Meanwhile, Korean-American bank in Los Angeles affiliates with Cetera BD

Investec Wealth & Investment hits £50 billion

Profits at the wealth arm, headed by Jonathan Wragg, rose 14.1% to £43.2 million, which Investec said was supported by higher than average funds under management and net inflows of £0.7 billion.

Wealth manager focused solely on SRI launches in the UK

In response to demand for SRI focused management

Wealth and Asset Management